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Server Action - Revised Document

Server Action
Server Action Configuration with Business Process Revised Document

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ir.actions. We can execute ir.actions. just a few configuration and the system is ready to answer few of above questions. We will see one by one all type of action how to configure and list of parameters that affect the system. log the operation of the invoice (confirm.Revised Document Server Action Server action is an new feature to the OpenERP available since the version 5. Here is an example to show how we can configuration Client action to print the invoice after confirmation of the invoice.0 beta.url. Technically we can run all client action which execute at client side.report.actions. Following are the list of action types which supplied under the Server Action.). ir. or need to develop some system which runs wizard / report on the confirmation of the sales. Like it will run the payment wizard after confirmation of the invoice. this is an good idea to run the wizard or report @ client side. to full fill the customers requirements.xml. Like send email on conformation of the sales order. etc.act_window. This features enables to provides the quick and easy configuration some process which is day to day requirements. Client Action This action execute at client side. This is the interesting features for the customizer.Server Action . So Server action is the only one answer to solve all this kind of problems without doing any development. or confirmation of the Invoice.actions. purchase. cancel. ● ● ● ● ● ● ● Client Action Trigger Email SMS Create Object Write Object Multi Action Each type of action have the special features and different configuration parameters.report. Page 2 of 8 . or invoice.custom. or ir.. ir. Using this type of action we can make the system like ERP will print the invoice after confirmation of the Invoice.wizard.actions.

report.actions. need to select the model on which the automatic work flow will be call by the action system We need to provide the id of the newly record.actions. here in this case.Server Action .xml ● ir.actions. For example we want to configure the system like when we confirm the purchase order and create the invoice that newly created invoice should confirm it self automatically by the server action.actions. Important fields are Object Select the object on which we want to implement the Server Action to that when work flow will execute on this object Client Action Select the client action that is to execute at client side.report. Purchase order store the id of the Invoice after creating of the invoice in invoice_id field.Revised Document This is an good and seems easy to configure the action. This is the easy configuration for the trigger to have the system where the created invoice will confirm it self.wizard ● ir.actions. Any of the following types.custom ● ir. ● ir. Page 3 of 8 .act_window ● ir. Important fields are Object Work-flow on Trigger On Trigger Name Select the object on which we want to implement the Server Action to that when work flow will execute on this object Here we select invoice.url Trigger Trigger is an really excellent when we want to deal with the work flow of the other object which working the work flow of the first object. This is the signal name which we want to generate on the newly created object.

invoice.co. This is the same language then the rml which used for to design the report here we can use the Page 4 of 8 Message .. shipping of good will takes place.in user email address --smtp=smtp. of you not have your email server you can use from the free email account by Gmail. like send the confirmation by the email when sales order. purchase order. And it will be merge when it going to send the email.Revised Document Email Action This is the common requirement for all business process. --email-from=gajjarmantavya@yahoo.in smtp server name or ip --smtp-port=587 smtp port --smtp-user=gajjarmantavya user name usually same as the email address name without domain name --smtp-password=************* password to the user account --smtp-ssl=False use in case if the server required ssl for sending email Email Action Configuration Important Fields are Object Select the object on which we want to implement the Server Action to that when work flow will execute on this object Contact We need to select the fields from which action will select the email address to whom we would like to send the email. etc. Server Configuration supply the following parameters when we run OpenERP Server.yahoo. For that we need only few things to configure and tiny will send the email very quickly and in easy way.co. payment. you can use your exciting email server and account. Yahoo !.Server Action .mail. system will display all the fields related to the current object selected in the Object field You can provide the message template with the fields that related to the current object. Even not need to setting up the your own email server.

But if we want to start logging the invoice like the same we can easily do like that using the Create object Actions. For example to get the partner name we can use [[ object.Server Action . like currently in the ERP you can get the Event history on the Partners which logs the only the sales order events. Create Object This is an interesting features for the tiny partners those who want to track the transaction in the OpenEPR. Page 5 of 8 . object refers to the current object and we can access any fields which exist in the model.Revised Document [[ ]] + html tage to design in the html format Working with You can select the any fields from the current object.partner_id. like here we select the [[ ]] invoice in the object. After confirmation the invoice we get the confirmation email from the action.name ]] like the same.

here I take an example that it will write the 'Additional Information' on the same object Important Fields are same as the Create Object Page 6 of 8 . Important fields are Object Model Select the object on which we want to implement the Server Action to that when work flow will execute on this object This is the target model where the new object is to be created. in future we will develop the expression builder inside OpenERP so you can build the complex expression. but its advisable to provide the model in all case if different or if the same. provide the value or expression the expression again start with the 'object' keyword and its refers to the current object which selected in to the Object field.Server Action . for the movement you have to remember the fields name or check it out from the code it self. type of the value you can give either value or expression 3. Need to provide the 3 values 1. So in future we can refer the same for the other operations. * You must select the all required fields from the object After creating the new record where the id of the new record if going to store.Revised Document Create Object action have the easy but tricky configuration. Fields Mapping Record Id Write Object The same configuration then the Create Object. Field : any of the fields from the target model 2. if its empty it refers to the current object and allow to select the fields from the same.

other things is very easy. but only one client action will be execute. Just we need to take care for the problem of the multi action.Server Action . We need to create the 3 Server Actions for that. For example we would like to print report + execute the wizard this 2 operation is not allowd in the one multi action. Page 7 of 8 . ● ● ● Print Invoice Invoice Confirmation Email !! Multi Action The only problem with the Multi Action is it will execute many actions at the server side. we are free to select the as many as actions as we can. which allows to execute the multiple server action on the same business operations.Revised Document Multi Action this is the most interesting action. Like if you want to print and send the email on confirmation of the invoice. Important Fields are Object Other Actions Select the object on which we want to implement the Server Action to that when work flow will execute on this object We need to select the server action in this fields.

Server Action . Open the work flow editor in GTK.Revised Document Link it up with the Work flow The important things is to link the server action with the work flow. Mantavya Gajjar mga@tinyerp. select the work flow and go to the start and select the Sever Action.com http://www. Here in example I add the Action to print the Invoice.tinyerpindia.coeds Page 8 of 8 . its bit easy to link with action with the work flow. when the Invoice will confirm. This will automatically call where the object come to that stats.

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